OUTSOURCED BOOKKEEPING

Every small business needs accurate financial reporting to be successful. KPI’s outsourced bookkeeping services are a convenient, safe way to make sure every business dollar is counted. Using Quickbooks Online, KPI manages:

Accounts payable and receivable
Monthly Profit & Loss reports
Point-of-Sale reconciliation and cash balance tracking
Credit card and bank statement reconciliation
Journal entry and ledger maintenance
Transaction classification, entry and verification
Catch-up & Clean-up
Financial technology consulting
Data transfer between financial platforms

Monthly meetings to discuss your business’s books are done over video conferencing.

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The Benefits of Outsourced Bookkeeping with KPI

Time-savings

Cohesive, easy-to-understand reports

KPI leverages the latest in data security, including encryption, private office space, and anti-virus and anti-phishing technologies

Cost-effective

I catch red flags you may miss

Fully insured & bonded

KPI’s Outsourced Bookkeeping Process

Consultation
Let’s talk – tell me what you and your business need so I can map a bookkeeping strategy

Personalized Plan
I review your financial records and send a plan and a proposal, just for you

Up-to-Date Info
You focus on your business, I’ll maintain your financial records and keep them current

Monthly Breakdown
I won’t just email you a set of confusing financial reports, we’ll get on the phone and get clarity by talking through what they mean

Increased Profit
You’ll understand the real-world business implications of your numbers, and make practical plans to improve your bottom line